SSA Disability Benefits Resource Kit

Supporting the application process for Social Security Administration (SSA) disability benefits.

Duration

Sep - Nov 2023

Location

Savannah, USA

My responsibilities

Project Lead

Tools

Figma

Miro

Adobe Indesign

Project Timeline
The Clients

The Social Security Administration(SSA) is a federal govt body. Social Security pays disability benefits through two programs: the Social Security Disability Insurance (SSDI) program and the Supplemental Security Income (SSI) program.

Pain Points

Lack of budget

The SSA faced significant budget cuts post-pandemic, hindering their ability to hire additional staff to alleviate the workload on existing SSA workers.

Lack of internal knowledge

SSA workers lack comprehensive knowledge to guide applicants effectively due to the complexity of various departments and frequent changes in rules.

High number of applicants

The SSA's infrastructure is strained by a high volume of applicants, leading to long decision times and a backlog. This limits SSA workers' ability to provide personalized guidance.

Context

Only 7.8 out of the 42.5 million disabled Americans received disability benefits as of June 2022

The wait time for an initial decision has increased 83% since 2020

Primary Research

4

Long Interviews

8

Short Interviews

3

Co Creative Workshops

Consumer Pain Points

Job To Be Done

Complex System & Process

Guidance - Provide clear directions

The SSA disability benefits application process is intricate due to strict eligibility criteria, demanding extensive medical documentation, and compliance with complex regulations.

So I don't understand their process. I don't know their thoughts.


- Claimant

Lack of Awareness & Communication

Clarity - Enhance user understanding

Claimants lack awareness of the SSA disability application process, leading to widespread misinformation. Many applicants remain confused about the distinctions between SSI and SSDI even after receiving benefits.

If you stay disabled for 2 years, you get the red-blue or similar card ... I think. I’m not sure if it is SSI or SSDI.

- Claimant

Lack of Resources

Resources - Provide necessary information

Healthcare stakeholders, such as doctors and other professionals, are unsure of their role in the disability application process and lack clarity on how to provide guidance or resources to individuals seeking support.

We’re not trained with the intricacies of how these benefits are awarded. We don’t know always what their criteria are.

- Doctor

No Internet Access

Accessibility - Make the process more accessible

Internet accessibility is not universal, particularly in rural areas, creating challenges for individuals to submit their applications online and monitor their progress.

But there are a lot of folks that don't have the means ... can’t afford a laptop and all that. (some) ... live in a rural area like out where I work and the Internet is spotty, and so they can come and get a nice strong connection at our library.

-Librarian

Lack of
Accessible Information

Discoverability - Make information easy to find

The resources offered by the SSA are nearly hidden on the website, making them extremely challenging to locate due to the complex structure and difficult language used on the site.

I don’t know it’s just the website is very confusing, and I don’t remember the whole initial application process but it’s just stressful.

-Claimant

The Problem

How might we relieve the pressure placed on the SSA and make the process simpler for the applicants

Ideation
Desirability, Feasibility, Viability
Desirability, Feasibility, Viability
Co-Creative Workshop
Co-Creative Workshop

3

Workshops Conducted

9

Participants

1-1.5

Hour Long Interviews

Doctors

When claimants come to doctors and ask for help, doctors would like to hand out information or resources so claimants can find the right person to ask.


Doctors are too busy and they have a lot to learn on their own, so a further course or training about SSA might not be their priority.

When claimants come to doctors and ask for help, doctors would like to hand out information or resources so claimants can find the right person to ask.


Doctors are too busy and they have a lot to learn on their own, so a further course or training about SSA might not be their priority.

Libraraians and Social Workers

Libraries play an important role because they provide a space for claimants to apply and for stakeholders to hold trainings and workshops.


Librarians can only guide people to the information they need but they are not allowed to give any advice (legal, medical, etc.).

Libraries play an important role because they provide a space for claimants to apply and for stakeholders to hold trainings and workshops.


Librarians can only guide people to the information they need but they are not allowed to give any advice (legal, medical, etc.).

Claimants

Claimants want a basic introduction, maybe a brochure, about what is the difference between SSI & SSDI.


Doctors, medical personnel, lawyers and government website are the resources they trust the most.

Branding Kit
Accessibility
Final Designs

Posters

Booklets

Website

Website & App

The website serves as a complement to our other deliverables, offering a broader range of access and convenient features online. It is accessible on both computers and phones, providing flexibility for users.

The initial page highlights nearby locations, including SSA offices, shelters, or libraries in your vicinity.

The following segment functions as a digital counterpart to one of the posters. It guides you to a survey that poses questions about your application stage, such as whether you haven't started, are at the beginning, etc. After answering the questions, the system provides a suggested list of resources for you to explore and find the information you need.


Additionally, it may feature an AI chatroom that evolves over time, learning from interactions to enhance the accuracy of suggested information.

This section on our website is dedicated to hosting resources, providing digital versions of all our physical kits. The top bar allows you to filter content based on your stakeholder category. For instance, if you are a doctor seeking relevant information, you can click on "Doctors and Medical Professionals."


All items are downloadable, allowing you to obtain a digital PDF. Additionally, there is an option to have the content read out loud by clicking the headphone button.

We believe it's crucial for claimants and everyone involved to stay informed about any updates from the SSA. Hosting this information in an easily accessible place ensures that everyone can stay up to date.

The final segment is dedicated to workshops and events.

Booklets

For Claimants

For Doctors

For Librarians

Content of the Booklets
Content of the Booklets
Cover

The cover aims to be welcoming and demonstrate support, while the quote is intended to inspire users and convey the message that overcoming the process is achievable.

Definitions

Below are essential definitions that we believe claimants should comprehend. This includes definitions of SSI and SSDI, the qualification criteria distinguishing between them, as well as a comparison of Medicare and Medicaid.

The Process - For Claimants
The Process - For Claimants

The following section guides the claimant through the application steps, incorporating visuals to reduce intimidation and assist individuals who may not be fully proficient in English.

Resources

The final segment of our booklet serves as a resource section, providing claimants with valuable potential resources. We begin by listing the official SSA website as the primary source for all information. Additionally, we include organizations such as the National Disability Institute, which can offer assistance to claimants.

Your Role - For Doctors
Your Role - For Doctors

Through our discussions with claimants, it became evident that they should explore benefits through a doctor or medical personnel. We also discovered the critical role these professionals play in supplying the evidence relied upon by DDS teams. Despite their pivotal contribution, the doctors we engaged with initially didn't fully grasp the importance of their role.

Your Role - For Librarians
Your Role - For Librarians

These pages delineate the role of libraries in the support system. As accessible places, libraries serve as locations that at-risk populations, including homeless or low-income individuals, may visit for assistance.


We have outlined their potential assistance in distributing the claimant booklet we provide and directing individuals to the appropriate resources. Lastly, we inform them about how they can contribute to raising awareness of SSDI and SSI by hosting workshops where multiple stakeholders can learn.

Additional Terms - For Doctors
Additional Terms - For Doctors

Named "Additional Terms," this section offers supplementary supporting information of lesser criticality. It is positioned at the end in consideration of the expressed busyness and limited time of the doctors we interviewed. It encompasses definitions they may refer to when needed.

Pamphlet

We opted to incorporate information about the SSA and a legal definition of disability due to the common lack of awareness about who qualifies for SSDI. Additionally, we ensured to provide an explanation of SSI and SSDI to enhance people's understanding and help them determine whether these programs might be suitable for their needs.

Posters

The purpose of this poster is to guide individuals in the right direction if they encounter difficulties, especially when they may be unsure about the specific personal information required. The poster aims to inform them about where to find the necessary details.

Through our primary research and co-creative workshops, we discovered that many people lack awareness of the distinctions between SSDI and SSI, including claimants already receiving benefits.


This poster is designed for placement in doctors' offices and libraries, serving as a resource for potential claimants to determine which benefit—SSI or SSDI—they should apply for.

Our research further revealed that a significant number of rejections occurred because individuals were uncertain about the documents required for submission.


This poster aims to assist them in navigating to the appropriate resources tailored to their specific needs. By following the flow chart, individuals can identify the necessary documents for their particular condition.